Steven Strum
LPL Financial Planner and Enrolled Agent
Steven Strum is a Dixon native who has knowledge and experience in the following areas:
- Financial planning
- Individual retirement plans
- Individual income tax planning and preparation
- College Savings Plans
- Business retirement/benefit plans
- Trading individual stocks, bonds, CDs, mutual funds, and Exchange Traded Funds
- General investment advice
- Life, disability, and long term care insurance
Steve joined Nicklaus Financial Service in 2015 and became a partner in 2019. He graduated from Northern Illinois University with a Bachelor's of Science degree in Accountancy. It is notable to mention that NIU's Accountancy program was ranked in the top 10 nationally while Steve attended school there. Taxes play a key role in any retirement plan and should be thoroughly considered during the Financial Planning process.
Steve is a LPL Financial Planner, as well as a licensed life and health insurance representative. He is also recognized as an Enrolled Agent by the Department of the Treasury and Internal Revenue Service.
He remains active in the community by volunteering for local programs (i.e. Summer Eats and Scarecrow Festival) and was formerly an ambassador for the Dixon Chamber of Commerce and Main Street. While not working or volunteering, Steve enjoys spending time with his wife, two kids, and many other family members who live in the area. He also thoroughly enjoys running, biking, spending time at the river, and coaching/playing soccer.
Steve will be happy to review your current and future financial needs in order to develop a financial plan to help you pursue your goals.